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Documentation Index

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The Portal Automation page (/pm/portal-automation) is a tabbed hub for managing robotic process automation (RPA) bots that interact with payer portals on behalf of billing staff.

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Overview

The page presents three tabs — Bots, Monitoring, and Staged Documents — each loaded lazily. The active tab is persisted in the URL via a tab query parameter. The Bots tab (RpaBotListPage) shows a toggle between “My Bots” and “Templates” views; users with pm.rpa-bots.admin can create or clone bots via the RpaBotConfigDialog. The Monitoring tab (RpaMonitoringPage) shows KPI dashboard cards and an execution history table; clicking a row opens RpaExecutionDetailSheet for error and log detail. The Staged Documents tab (RpaStagedDocsPage) shows a filterable table of documents retrieved by bots that are waiting for review.

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Who it’s for

Requires permission: pm.rpa-bots.view (inline string guard in route) Creating or editing bots additionally requires: pm.rpa-bots.admin

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Before you start

  • Your account must have the pm.rpa-bots.view permission to access the page.
  • Bot creation and editing requires pm.rpa-bots.admin.
  • At least one bot must be configured before the Monitoring tab will show execution history.

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Steps

1

Navigate to Portal Automation

Go to /pm/portal-automation. The page opens on the Bots tab by default (or the tab stored in the URL ?tab= parameter).
2

Review existing bots (Bots tab)

The Bots tab defaults to “My Bots” view showing the configured bots table. Switch to “Templates” to browse available bot templates.
3

Create a new bot (requires pm.rpa-bots.admin)

On the Bots tab in “My Bots” view, click “Create Bot”. Fill in the RpaBotConfigDialog and submit. Alternatively, switch to “Templates” and click the clone action on a template to pre-populate the dialog.
4

Monitor bot executions (Monitoring tab)

Click the “Monitoring” tab to see KPI dashboard cards and the execution history table. Click any row to open the execution detail sheet showing logs and error information.
5

Review staged documents (Staged Documents tab)

Click the “Staged Documents” tab to see documents retrieved by bots. Use the status filter tabs (All, Pending, Completed, Duplicate) to narrow the list.

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Key concepts

Each bot (RpaBotConfiguration) defines the target payer portal, the automation task, and any credentials or parameters needed. Configuration is managed via RpaBotConfigDialog.
A bot execution (RpaBotExecution) is a single run of a bot. The Monitoring tab records each execution’s status, start time, and any errors. The detail sheet surfaces logs for failed runs.
Documents retrieved from payer portals by bots are held in a staged queue pending staff review before they are imported into the system.
The active tab is stored as ?tab=bots, ?tab=monitoring, or ?tab=staged-documents in the URL, so the correct tab is restored on page reload or when sharing a link.

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/rpa/RpaPortalAutomationPage.tsx
  • src/cores/pm/pages/rpa/RpaBotListPage.tsx
  • src/cores/pm/pages/rpa/RpaMonitoringPage.tsx
  • src/cores/pm/pages/rpa/RpaStagedDocsPage.tsx